CJ
WRB icon

Caitlin John’s W.R. Berkley WRB Stock Holding History

Caitlin John’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.77K Hold
96
– – ﹤0.01% 646
2026
Q1 		$6.36K Hold
96
– – ﹤0.01% 594
2025
Q4 		$6.73K Hold
96
– – ﹤0.01% 594
2025
Q3 		$7.36K Buy
+96
New +$6.83K 0.01% 538
2025
Q1 		– Sell
-96
Closed -$5.62K – 812
2024
Q4 		$5.62K Sell
96
-51
-35% -$3.06K ﹤0.01% 551
2024
Q3 		$8.83K Sell
147
-99
-40% -$5.56K 0.01% 500
2024
Q2 		$12.9K Sell
246
-227
-48% -$12.2K 0.01% 415
2024
Q1 		$27.8K Buy
473
+2
+0.4% +$108 0.02% 310
2023
Q4 		$22.2K Buy
+471
New +$21.5K 0.02% 326

Other funds holding WRB

MSI
Mitsui Sumitomo Insurance Tokyo, Japan $4.15B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Caitlin John's WRB Position: Q2 2026 in Review

Caitlin John held its W.R. Berkley (WRB) position steady in Q2 2026 at 96 shares worth $6.77K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

Caitlin John first reported a position in WRB in Q4 2023 and has held it in 9 quarters since. The position peaked at $27.8K in Q1 2024. 946 funds tracked by Wall St. Rank hold WRB as of Q2 2026.

  • Caitlin John held 96 shares of W.R. Berkley worth $6.77K as of Q2 2026.
  • Caitlin John left its W.R. Berkley share count unchanged in Q2 2026.
  • W.R. Berkley made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #646 holding.
  • Caitlin John first reported a position in W.R. Berkley in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's W.R. Berkley position peaked at $27.8K in Q1 2024.
  • 946 funds tracked by Wall St. Rank held W.R. Berkley as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.